Special Circumstances

Unlike many financial advisors, we are experienced in helping you with unusual situations.

Over the past 37 years, we have applied our creative talent and world-wide connections to find answers to problems that can’t be solved with traditional thinking, or “off-the-shelf” products and services. We have experience in crafting specialized insurance and investment solutions that help high-net-worth individuals and families deal with issues relating to investment, estate, retirement, and generational planning. Whenever a health, family-related, other personal issue carries financial implications, it is our goal to give you confidence and peace of mind.

Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC (http://www.sipc.org) to residents of CA, CT, DE, FL, MA, ME, MD, NH, NJ, NM, NY, SC and VA. Lincoln Financial Securities Corporation and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. Advisory services offered through the Kaleel Investment Advisors, LLC, a registered investment advisor. Lincoln National Securities Corporation and Kaleel Investment Advisors, LLC are not affiliated.